FW
XHLF icon

FullCircle Wealth’s BondBloxx Bloomberg Six Month Target Duration US Treasury ETF XHLF Stock Holding History

FullCircle Wealth’s Portfolio XHLF Stock Details XHLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.07M Sell
21,340
-15,180
-42% -$764K 0.38% 85
2025
Q2 		$1.83M Buy
+36,520
New +$1.84M 0.68% 36

Other funds holding XHLF

PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
QAM
Q3 Asset Management Birmingham, Michigan $412K AUM 18.03% 1-Year Est. Return
CCA
Carrera Capital Advisors Troy, Michigan $649M AUM 19.82% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.03B AUM 16.43% 1-Year Est. Return
TIM
Total Investment Management Scottsdale, Arizona $858M AUM 9.96% 1-Year Est. Return
APM
a16z Perennial Management Menlo Park, California $1.2B AUM 36.33% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JFG
JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

FullCircle Wealth's XHLF Position: Q3 2025 in Review

FullCircle Wealth reduced its BondBloxx Bloomberg Six Month Target Duration US Treasury ETF (XHLF) stake by 42% in Q3 2025, selling an estimated $764K and leaving 21,340 shares worth $1.07M. The position accounts for 0.38% of the portfolio, ranked #85.

FullCircle Wealth first reported a position in XHLF in Q2 2025 and has held it in 2 quarters since. The position peaked at $1.83M in Q2 2025. 133 funds tracked by Wall St. Rank hold XHLF as of Q3 2025.

  • FullCircle Wealth held 21,340 shares of BondBloxx Bloomberg Six Month Target Duration US Treasury ETF worth $1.07M as of Q3 2025.
  • FullCircle Wealth sold 15,180 BondBloxx Bloomberg Six Month Target Duration US Treasury ETF shares in Q3 2025, an estimated $764K.
  • BondBloxx Bloomberg Six Month Target Duration US Treasury ETF made up 0.38% of FullCircle Wealth's portfolio in Q3 2025, its #85 holding.
  • FullCircle Wealth first reported a position in BondBloxx Bloomberg Six Month Target Duration US Treasury ETF in Q2 2025 and has held it in 2 quarters since.
  • FullCircle Wealth's BondBloxx Bloomberg Six Month Target Duration US Treasury ETF position peaked at $1.83M in Q2 2025.
  • 133 funds tracked by Wall St. Rank held BondBloxx Bloomberg Six Month Target Duration US Treasury ETF as of Q3 2025.

Based on FullCircle Wealth's 13F filing for Q3 2025, filed 5 Nov 2025.